Summary/Function:
We are currently seeking a reliable, enthusiastic, organized, and client-service focused Cashier Receptionist to join our branch. As part of a larger branch office, this Cashier Receptionist is primarily responsible for executing financial services cashiering duties as well as providing relief to the receptionist, and administrative support for the Branch Operations Manager and/or Branch Manager. This branch-critical role requires attention to detail, outstanding client service skills, and a high level of integrity and confidentiality with respect to client, advisor, branch and company information.
Experience and Skills
Qualifications:
*High School diploma, GED or comparable work experience. Post-Secondary education preferred. Prior industry experience a plus.
*Excellent communication (written and verbal), problem solving and client service skills.
*Strong attention to detail and accuracy with the ability to perform semi-advanced math.
*Proficient computer skills (working knowledge of Microsoft Word, Excel and Outlook).
*Ability to manage multiple demands and competing priorities in a deadline-oriented environment.
*Ability to communicate in a clear and service-oriented manner. Use appropriate, professional language and grammar to effectively exchange ideas and information.
*Ability to proactively work with both external and internal clients. Relate with others in a professional manner in order to accomplish work responsibilities and objectives.
*Ability to maintain regular, predictable attendance.
Duties:
*Provides professional, courteous service at all times to ensure internal and external client satisfaction.
*Maintain a working knowledge of Branch Guide to Operations and ensures adherence to all Branch, Firm and Compliance policies, procedures, rules and regulations.
*Process stock certificates and check deposits, and issue and mail client checks with a high degree of accuracy.
*Maintain daily cashiering file according to established procedures.
*Assist with planning and execution of various events (such as holiday parties and client appreciation events) for the branch.
*Manage incoming calls and provide information as appropriate.
*Participate in various weekly and monthly meetings. Prepare and disseminate information to appropriate personnel as requested.
*Understand and utilize the Firm’s desktop systems and applications and their related functionality as it applies to client service and business enhancement.
*Provide backup for other support positions in the branch, including receptionist duties, as assigned.
*Perform any other duties and special projects as necessary.
What we offer:
Competitive salary plus excellent benefits and perks including, but not limited to:
*Medical, Dental and Vision
*Company 401(k)and ESOP contribution
*Generous sick, vacation, and maternity/parental leave
*Paid holidays
*Professional Development Opportunities
*Tuition Reimbursement ($15,000 lifetime cap)
*Charitable gift-matching program
*Davidson Day of Giving - Our tradition of positively impacting communities in which we live and work.
The potential pay range for this role is $20.00 - $24.00. The compensation offered will be determined on a case-by-case basis considering a variety of factors including, but not limited to, the skills, relevant work experience, and geographic location of each specific candidate. Additional incentive compensation may be earned based on performance
We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
Cashier Receptionist • Seattle , WA
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